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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 12 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NPCE NEUROPACE INC Healthcare 58,259.0 $900K 0.00% NEW $15.44 +2.3%
222 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 24,699.0 $897K 0.00% NEW $36.30 -2.2%
223 MTD METTLER TOLEDO INTERNATIONAL Healthcare 640.0 $892K 0.00% NEW $1394.19 -25.3%
224 IPGP IPG PHOTONICS CORP Technology 12,278.0 $879K 0.00% NEW $71.60 +46.8%
225 IMRX IMMUNEERING CORP Healthcare 132,680.0 $873K 0.00% NEW $6.58 -21.6%
226 HRL HORMEL FOODS CORP Consumer Defensive 36,159.0 $857K 0.00% NEW $23.70 -15.6%
227 ORRF ORRSTOWN FINL SVCS INC Financial Services 23,742.0 $841K 0.00% NEW $35.42 +1.7%
228 AMKR AMKOR TECHNOLOGY INC Technology 21,264.0 $840K 0.00% NEW $39.48 +78.2%
229 ASYS AMTECH SYS INC Technology 66,877.0 $839K 0.00% NEW $12.55 +68.0%
230 CONFLUENT INC 26,250.0 $794K 0.00% NEW $30.24
231 VBNK VERSABANK NEW Financial Services 53,105.0 $793K 0.00% NEW $14.94 +18.0%
232 COLD AMERICOLD REALTY TRUST INC Real Estate 59,584.0 $766K 0.00% NEW $12.86 +13.5%
233 TLN TALEN ENERGY CORP Utilities 2,030.0 $761K 0.00% NEW $374.84 -5.9%
234 CADENCE BANK 17,636.0 $756K 0.00% NEW $42.84
235 CINF CINCINNATI FINL CORP Financial Services 4,626.0 $756K 0.00% NEW $163.32 +1.9%
236 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 14,854.0 $742K 0.00% NEW $49.96 +1.2%
237 SCL STEPAN CO Basic Materials 15,546.0 $736K 0.00% NEW $47.36 +6.6%
238 SES SES AI CORPORATION Consumer Cyclical 403,217.0 $726K 0.00% NEW $1.80 -39.4%
239 DAKT DAKTRONICS INC Technology 36,677.0 $725K 0.00% NEW $19.77 +0.2%
240 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 81,912.0 $718K 0.00% NEW $8.76 -33.9%
Page 12 of 18  ·  350 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%